Note: This is a module for Perfex CRM

Promo Codes & Discount Module for Perfex CRM with Client Segment Export

Easily manage promotional codes, discounts, and targeted client segment exports in Perfex CRM. Boost sales and personalize campaigns with this powerful utility module.

Promo Codes & Discount Module for Perfex CRM is a feature-rich extension that enables CRM administrators to create, manage, and track promotional codes for discounts, and export targeted client segments for marketing or reporting purposes in third party marketing tools.

Seamlessly integrated into Perfex CRM, this module allows you to assign flexible discount codes to sales items such as invoices, subscriptions, proposals, estimates, delivery notes, and purchase orders e.t.c You can also filter and export customer segments based on custom criteria like country, group, status, or any custom field — making it an excellent tool for targeted campaigns and reporting.

Key Features:

Create Unlimited Promo Codes – Easily create and manage unlimited promotional codes with flexible discount options and settings.
Fixed or Percentage Discounts – Define discount type as a fixed value or a percentage of the total sale amount for each code.
Usage Restrictions – Control how and who can use your promo codes by setting restrictions based on customer registration, min sales item amount, numbers of uses or one-time usage limits. You can also
Apply Discounts to Multiple Sales Items – Promo codes can be applied to Invoices, Subscriptions, Proposals, Estimates, Delivery Notes, and Purchase Orders within Perfex CRM. You can also limit to particual sales item.
Segment-Based Customer Export Tool – Export targeted client lists based on customizable filters like payment records, profile details e.t.c for marketing or reporting purposes.
Detailed Usage History – Track promo code usage and monitor how often each code has been redeemed across your sales documents.
Extendability and Seamless Perfex CRM Integration – Clean and native UI integration, ensuring the module works flawlessly with the latest Perfex CRM core and third-party modules by exposing decent extension hooks points.

Requirements:

Perfex CRM 3.1.* installed

Questions/Support

Perfex from version 3.1.* to latest version is required.
We provide documentation covering installation and usage.
We respond to your questions as fast as possible within few hours but can sometimes be up to few days.
We dont provide refund for the extension after purchase, so confirm and make full test before purchase.
Any custom work including setup, installation and extension (that might require skilled hours) are not free. You can hire us for this.

Documentation

View full documentation here

Demo

View a demo of the Module in action here.

Email: customer@customer.com
Password: password

Changelog:

version 1.0.3b – 13/11/2025

Add missing migration file for v1.0.3

version 1.0.3 – 01/11/2025

Add support for recurring invoice once or lifetime validity coupon.
Fix after tax relation

version 1.0.1b – 12/06/2025

Auto Update invoice status on promo code application or removal.

version 1.0.1 – 16/05/2025

Add option controlling guest ability to use promo codes.

version 1.0.0 – 12/05/2025

Initial release